yahoo.comAUG 203 min read$HLIT

Harmonic (HLIT) Q2 2026 Earnings Call Transcript

Harmonic (HLIT) reported Q2 2026 revenue of $133.5M, up 54% YoY, driven by demand for its cOS platform. The company highlighted growth in fiber and DOCSIS 4.0 deployments, with bookings reaching $144M. Harmonic's customer base expanded to 161 operators, serving 48.2M devices, and it raised its full-year outlook.

Original reporting

yahoo.com

Published Aug 20, 2026, 12:45 AM UTC

Analysis

alphai AI DeskAI-generated

Added to alphai Aug 20, 2026, 1:07 AM UTC. Informational, not investment advice.

How this was made

alphai summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.

About alphai AI Desk Scoring methodology Report an issue

Harmonic (HLIT) Q2 2026 Earnings Call Transcript — source image — Source · yahoo.com

Decision brief

The 30-second read

$HLITBullishHigh

Why it matters

The earnings beat and guidance raise are likely to drive short‑term price appreciation for HLIT.

Market read

Earnings highlight accelerating demand for upstream capacity solutions, benefiting Harmonic and related infrastructure firms.

What to watch

Potential supply-chain constraints for DOCSIS 4.0 modems could temper near‑term bookings.

Relevance 8/10Novelty 8/10Timing: post-earnings release

Background

Harmonic's Q2 2026 earnings call detailed record revenue growth, strong bookings, and a raised full‑year outlook.

Company-level read

Ticker impact

AI estimates · verify against primary disclosures

$HLITBullishHigh confidence

Context

Harmonic reported Q2 2026 revenue of $133.5M (+54% YoY) and raised full-year outlook, indicating strong growth.

Expected impact

upward pressure in the near term

Evidence & confidence

Revenue and bookings significantly exceeded guidance, and backlog is sizable, supporting a bullish outlook.

Market effects

Sector

Strong broadband equipment demand may benefit peers in the cable and fiber infrastructure space.

Regional

Positive for North American and European operators adopting DOCSIS 4.0 and fiber solutions.

Global

Highlights broader shift toward upstream capacity upgrades worldwide.

Counterpoint

What could challenge this read

If macro slowdown reduces operator capex, the growth may be less sustainable.

Key entities

Company
Harmonic Inc.
Provider of cOS platform for broadband operators.

Read at source ← All news

AUG 14

$HLITMedAI 8/10

Harmonic Q2 Earnings Call Highlights

Harmonic (NASDAQ:HLIT) reported Q2 non-GAAP gross margin of 53%, operating profit of $31.3M, and EPS of $0.21, including $2.3M stranded costs from the video business sale. CFO Walter Jankovic said two customers each exceeded 10% of revenue and together were 63%. Q3 broadband revenue guidance is $125M-$135M; full-year broadband $505M-$525M.

yahoo.com6 min

AUG 13

$HLITHighAI 9/10

Why is Harmonic stock surging today?

Harmonic (HLIT) shares rose about 25% in pre-open after the company reported Q2 2026 results above expectations. Adjusted EPS was $0.24 vs $0.12 consensus. Broadband revenue was $133.5M, above guidance, and full-year outlook was raised to $505–$525M. Backlog and deferred revenue increased to $587.6M. Analysts lifted the average price target to about $15.29.

investing.com4 min

AUG 12

$HLITHighAI 9/10

Harmonic Announces Second Quarter 2026 Results

Harmonic Inc. (Nasdaq: HLIT) reported Q2 2026 results. Broadband revenue rose 54% year over year, including 44% growth in Rest-of-Market. The company raised its full-year 2026 outlook, citing Broadband revenue of $505 million to $525 million. Cash increased to $231.9 million after completing the Video business sale.

prnewswire.com6 min

AUG 12

$HLITHigh

HARMONIC INC. (HLIT): Results of Operations and Financial Condition

HARMONIC INC. (HLIT) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 hlit-ex99_1.htm EX-99.1 EX-99.1 Exhibit 99.1 FOR IMMEDIATE RELEASE Harmonic Announces Second Quarter 2026 Results Broadband revenue increased 54% year over year, including 44% growth in Rest-of-Market Company raises full-year outlook to reflect Broadband revenue of $505

SEC EDGAR 8-K6 min

JUN 17

$HLITMed

HARMONIC INC. (HLIT): Completion of Acquisition or Disposition of Assets

HARMONIC INC. (HLIT) filed an SEC Form 8-K — Completion of Acquisition or Disposition of Assets. 8-K false 0000851310 0000851310 2026-06-16 2026-06-16 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): J une 16,

SEC EDGAR 8-K3 min

AUG 22

$BCEMed

Could BCE Stock Deliver Reliable Income as Free Cash Flow Recovers?

BCE Inc. (TSX:BCE) offers a 5.35% dividend yield, with Q2 2026 operating cash flow up 11% YoY to C$2.162B. Free cash flow was C$1.042B, down due to increased capital spending. BCE targets C$2.1B–C$2.3B free cash flow for 2026, with dividend payout at 40%–55% of free cash flow. Dividend sustainability depends on cash flow recovery and debt reduction.

kalkine.ca3 min